Client Service Associate

Waldron Private Wealth is seeking a motivated, organized, and detail‑oriented professional to join our team. This individual will provide essential operational and administrative support to our $1–5M segment team and will play a key role in helping the team manage administrative tasks for the upcoming expansion into wealth management and investments.

• Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries, etc.
• Provide administrative support for the $1–5M team such as preparing Fed Ex mailings, postage, envelopes, faxing, emailing, filing, making copies, scanning documents, generating reports, and other requested administrative items.
• Assist with client transactions (cash management, insurance, tax payments, real‑estate transactions, payments, receivables) within the custodian system via check, EFT, wire transfer, etc.
• Research and gather information to resolve client issues.
• Help onboard new clients by creating and maintaining accurate client records (contact details, filing of documents, etc.).
• Manage accounts with a third‑party portfolio aggregator by adding new accounts, coding transactions, addressing account issues, and running reports as requested.
• Provide document management for the $1–5M team and other departments (document naming and uploading to the document management system).
• Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

• Bachelor’s degree in finance or a related field required (demonstrated experience may substitute for preferred education).
• Minimum one year of experience within the financial industry preferred.
• Minimum one year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLCs and/or LPs preferred.

Waldron is a boutique wealth management firm advising a select group of multigenerational families, business owners, and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal‑based investment management. Waldron has been consistently ranked as a top financial advisor by industry‑leading publications including Barron’s, Forbes, and the Financial Times.

• Comprehensive medical benefits
• Dental and vision coverage
• Life insurance
• Short and long‑term disability
• 401(k) profit sharing
• Paid time off
• Financial planning advice

Seniority level: Entry level

Employment type: Full‑time

Job function: Other